Conseiller en Gestion de Patrimoine Expérimenté H/F - Quimper (29)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Relationship management","Sales orientation","Negotiation","Empathy"]

Experienced wealth management advisor role based in Quimper. You will develop and manage a high-end client portfolio, provide personalized patrimonial advice, and travel to clients’ homes or workplaces to deliver proactive guidance using Allianz tools and a consultative sales approach.

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Allianz
Allianz
2 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Quimper (29)

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Last checked: 20 hours agoStatus: Live

Job Summary

Experienced wealth management advisor role based in Quimper. You will develop and manage a high-end client portfolio, provide personalized patrimonial advice, and travel to clients’ homes or workplaces to deliver proactive guidance using Allianz tools and a consultative sales approach.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and manage a high-end client portfolio and network of partners; acquire new clients through proactive outreach and personalized advisory services.
  • •Fidéliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux et proposer des conseils et des solutions patrimoniales sur-mesure aidées par des outils comme Big Expert.
  • •Proposer des conseils patrimoniaux sur mesure adaptées à leurs besoins et aux changements législatifs et fiscaux à l’aide d’outils de bilans patrimoniaux.
  • •Vous déplacerez chez les clients et sur leur lieu de travail afin d’assurer un accompagnement de proximité et un service personnalisé.
  • •Travailler en collaboration avec les équipes Vie et Services Financiers du Groupe Allianz pour offrir une expérience client complète.

Pay and Benefits

Perks:Health InsuranceRetirement

Key Requirements

  • •Minimum 3 years experience in wealth management with strong mastery of patrimonial analysis and dedicated tools
  • •Ability to act as the primary point of contact for private clients, delivering personalized advice and solutions
  • •Proven track record in building and managing a high-end client portfolio and developing a network of partners
  • •Comfort with client visits at home or on-site to support advisory needs and sales activities
  • •Strong understanding of legislative and fiscal changes impacting patrimonial planning
Experience:3+ yearsWealth managementFinance
Skills:CommunicationRelationship managementSales orientationNegotiationEmpathy
Languages:French
Tech Stack:Big Expert

Company Brief

Allianz
Global insurance and financial services group offering property-casualty insurance, life and health insurance, asset management, and corporate risk solutions to individuals, businesses, and institutions across more than 70 countries.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Munich, Germany
Founded: 1890
WebsiteLinkedIn